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FDCP

Foster Dykema Cabot & Partners Portfolio holdings

AUM $1.57B
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$5.06M
3
+$3.2M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.69M
5
KKR icon
KKR & Co
KKR
+$637K

Top Sells

1
+$2.08M
2
+$1.24M
3
+$686K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$672K
5
APH icon
Amphenol
APH
+$526K

Sector Composition

1 Technology 17.44%
2 Industrials 11.31%
3 Financials 9.53%
4 Consumer Discretionary 5.24%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$138K 0.01%
11,443
152
$138K 0.01%
2,304
153
$136K 0.01%
1,706
154
$129K 0.01%
5,070
-1,625
155
$126K 0.01%
1,642
156
$125K 0.01%
+2,700
157
$125K 0.01%
1,366
158
$118K 0.01%
+1,855
159
$117K 0.01%
754
+22
160
$117K 0.01%
1,859
161
$114K 0.01%
3,222
162
$114K 0.01%
2,540
163
$113K 0.01%
478
+80
164
$113K 0.01%
413
+385
165
$112K 0.01%
+788
166
$110K 0.01%
637
+52
167
$109K 0.01%
2,170
168
$109K 0.01%
1,637
169
$107K 0.01%
179
-26
170
$106K 0.01%
223
+20
171
$106K 0.01%
512
172
$105K 0.01%
719
+1
173
$104K 0.01%
+1,603
174
$102K 0.01%
340
175
$95K 0.01%
1,335
+23
5 6
7
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